DS
DS

Daniel Brian Smyth

4 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
943 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$1.7B

Fee Structure

Minimum Investment:$500K
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Location

1708 Welsh Road, Philadelphia, PA, 19115

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Daniel is the Director of Life, LTC and DI Division at Relation Insurance Services, a national insurance brokerage, dedicating full-time hours to this role. He sells various insurance products, including life insurance, disability insurance, long-term care insurance, and annuities, and acts as a broker for other licensed agents. Daniel is also a licensed agent with The Leaders Group, Inc., his broker-dealer, for selling variable life insurance products.

Employment History
Current Registrations
Hcr Wealth Advisors
March 2025 - Present · 11 mos
The Leaders Group, INC.Broker
February 2023 - Present · 3 yrs
The Leaders Group, INC.
February 2023 - Present · 3 yrs
Previous Registrations
UBS Financial Services INC.Broker
March 2020 - May 2020 · 2 mos
Lincoln Financial Distributors, INC.Broker
October 2018 - February 2020 · 1 yr 4 mos
State Registrations11 states
CADEFLILLAMNNJNYPASDTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.